Civic Intelligence

Sherman Charitable Foundation Inc Agency Acct

990PF • Fiscal year 2020 • EIN 56-2158727

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 08, 2020

Organization Profile
5301 Wisconsin Avenue NW Suite 450Washington, DC 20015

(202) 537-9600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

80th percentile

32%

Higher net margin than 80% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$2,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 52.3% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

50th percentile

1.2%

Faster asset growth than 50% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

10%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$129,608

Up $1,550 (+1.2%) from 2019

Net Assets

Up

$129,608

Up $1,550 (+1.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin80th percentile

Revenue

Up

$4,778

Up $446 (+10%) from 2019

Expenses

Down

$3,230

Down $7,270 (-69%) from 2019

Net Income

Up

$1,548

Up $7,716 (+125%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2012: $171,681Liabilities 2012: $02012Assets 2013: $164,831Liabilities 2013: $02013Assets 2014: $154,385Liabilities 2014: $02014Assets 2015: $147,265Liabilities 2015: $02015Assets 2016: $143,817Liabilities 2016: $02016Assets 2018: $134,223Liabilities 2018: $0Net Assets 2018: $134,2232018Assets 2019: $128,058Liabilities 2019: $0Net Assets 2019: $128,0582019Assets 2020: $129,608Liabilities 2020: $0Net Assets 2020: $129,6082020Assets 2021: $121,198Liabilities 2021: $1Net Assets 2021: $121,1982021Assets 2022: $125,919Liabilities 2022: $1Net Assets 2022: $125,9192022Assets 2023: $126,955Liabilities 2023: $1Net Assets 2023: $126,9552023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$129,608
Liabilities$0
Net Assets$129,608
Open 2020 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2012: -$1,578Expenses 2012: $10,430Net Income 2012: -$12,0082012Revenue 2013: $3,457Expenses 2013: $10,550Net Income 2013: -$7,0932013Revenue 2014: $3,326Expenses 2014: $13,528Net Income 2014: -$10,2022014Revenue 2015: $3,906Expenses 2015: $11,027Net Income 2015: -$7,1212015Revenue 2016: $7,234Expenses 2016: $10,681Net Income 2016: -$3,4472016Revenue 2018: $6,747Expenses 2018: $10,089Net Income 2018: -$3,3422018Revenue 2019: $4,332Expenses 2019: $10,500Net Income 2019: -$6,1682019Revenue 2020: $4,778Expenses 2020: $3,230Net Income 2020: $1,5482020Revenue 2021: $1,823Expenses 2021: $10,233Net Income 2021: -$8,4102021Revenue 2022: $7,987Expenses 2022: $3,266Net Income 2022: $4,7212022Revenue 2023: $5,337Expenses 2023: $4,301Net Income 2023: $1,0362023Revenue 2024: -$5,773Expenses 2024: $121,182Net Income 2024: -$126,9552024

Highlighted filing

2020

Revenue$4,778
Expenses$3,230
Net Income$1,548
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 8, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,500-$2,500
WILSON C SHERMANPresident/Director-$0--
LEE C SHERMANVice President/Director-$0--
SUSAN S MOORESecretary/Director-$0--
DOUGLAS G MOORETreasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
Sherman Charitable Foundation Inc Agency Acct
EIN
56-2158727
Phone
2025379600
Address
5301 WISCONSIN AVENUE NW SUITE 450, WASHINGTON, DC 20015

Signing Officer

Name
William Russell
Title
President & CEO
Phone
2025379600
Signed
2020-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
200 CLARENDON STREET, BOSTON, MA 02116
Preparer
Matthew J Garand
Phone
6175650553
Raw XML Appendix342 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05301 WISCONSIN AVENUE NW 450
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WASHINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020015
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TRUSTCORP AMERICA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02025379600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0NA
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02565
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06096
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03531
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03205
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0574
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0642
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03531
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05631
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03297
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02334
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02565
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05631
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09162
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK VALUE ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt034
TaxesSchedule/TaxesDetail/Amt112
TaxesSchedule/TaxesDetail/Amt234
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt112
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt234
ReturnHeader/BuildTS02022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02025379600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERMAN CHARITABLE FOUNDATION INC AGENCY ACCT
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0562158727
ReturnHeader/Filer/PhoneNum02025379600
ReturnHeader/Filer/USAddress/AddressLine1Txt05301 WISCONSIN AVENUE NW SUITE 450
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020015
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00B3818F5389788402EA2562BE693BF9CA022BECE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00B3818F5389788402EA2562BE693BF9CA022BECE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.60.204.188
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 CLARENDON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002116
ReturnHeader/PreparerPersonGrp/PhoneNum06175650553
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J GARAND
ReturnHeader/ReturnTs02020-09-18T09:00:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,608
Liabilities
$0
Net assets
$129,608
Revenue
$4,778
Expenses
$3,230
Net income
$1,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$1.21$1.27
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.08$0.03$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.02$0.10$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.04$0.11$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07$0.10$0.03
2016Summary only. Only limited summary data is available for this year.$1.44$0.00$0.07$0.11$0.03
2015Summary only. Only limited summary data is available for this year.$1.47$0.00$0.04$0.11$0.07
2014Summary only. Only limited summary data is available for this year.$1.54$0.00$0.03$0.14$0.10
2013Summary only. Only limited summary data is available for this year.$1.65$0.00$0.03$0.11$0.07
2012Summary only. Only limited summary data is available for this year.$1.72$0.00$0.02$0.10$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits